Overview

This article explains how to record a note directly on a pupil's record.

You can also add notes to an individual pupil record from All Notes. For further information, see MIS: How do I add / edit a note for one or more pupils?

Instructions

Open the pupil's notes

1. Select Pupils.
2. Select All Pupils.
3. Locate the pupil whose notes you want to open (use the search bar or filters to speed up this process as appropriate):
   
4. Select the pupil's name to open their record:
   
5. From the pupil's record, select the Notes tab (or if it is not visible, select More, then Notes).

Add / edit a note

1. Select Create to add a new note. To edit an existing note, select the note from the Notes list, then select Edit.
2. Enter / edit the note details:
   
   1. Select one or more Pupils.
   2. Optionally select one or more members of Staff.
   3. Optionally select one or more Contacts.
   4. Enter / edit the Subject.
   5. Select / edit the Category.
   6. Enter / edit the Description.
3. Select Save.

When adding a note for one pupil, if you decide to add other pupils on the note, select them in the Pupil field. The note will be visible from their pupil record too.

Outcome

The note is saved, and listed in the pupil's Notes list:

Related information

• MIS: How do I add / edit a note for one or more pupils, staff members or contacts?

Updated 13 November 2025 11:39